Strategic Financial Advisor & Client Growth Specialist

Sanlam; Johannesburg; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading financial services provider in South Africa is seeking a financial advisor to provide clients with tailored financial advice and products. Responsibilities include establishing relationships, client consultations, and generating leads through marketing and networking. The ideal candidate should have a solid understanding of compliance and risk management, and possess essential skills in client relationship management and financial planning to thrive in this role.

Benefits

Career development opportunities

Continuous learning programs

Supportive work environment

Qualifications

• Successful completion of the Regulatory Examination if registered with FSCA for more than 24 months.
• Proficiency in financial planning and advice is required.
• Ability to achieve production targets and manage client relationships.

Responsibilities

• Provide professional financial advice and products to clients.
• Undertake client consultations and maintain long-term relationships.
• Generate leads and client referrals through networking.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Production target achievement

Financial planning and recommendations

Education

Grade 12

FAIS compliance

Job description

A leading financial services provider in South Africa is seeking a financial advisor to provide clients with tailored financial advice and products. Responsibilities include establishing relationships, client consultations, and generating leads through marketing and networking. The ideal candidate should have a solid understanding of compliance and risk management, and possess essential skills in client relationship management and financial planning to thrive in this role.